preset-mcp

MCP server for Preset (managed Apache Superset). Manage dashboards, charts, and datasets from Claude Code and other LLM agents.

Claude Code ──STDIO──> preset-mcp ──> Preset API

Setup for Claude Code

1. Get your Preset API credentials

1. Log in to app.preset.io
2. Go to Settings > API Keys
3. Create a new token/secret pair
4. Copy both the token and secret

2. Install from PyPI

uv tool install preset-mcp --with preset-cli --with fastmcp --with sqlglot --with pydantic

3. Register with Claude Code

claude mcp add --scope user -e PRESET_API_TOKEN=<your-token> \
  -e PRESET_API_SECRET=<your-secret> \
  preset-mcp -- preset-mcp

To auto-connect to a specific workspace on startup:

claude mcp add --scope user -e PRESET_API_TOKEN=<your-token> \
  -e PRESET_API_SECRET=<your-secret> \
  -e PRESET_WORKSPACE="Your Workspace Title" \
  preset-mcp -- preset-mcp

4. Verify

claude mcp list
# Should show: preset-mcp  ... 63 tools

Then in a Claude Code session, try:

> list my preset workspaces

Alternative: Install from source

git clone https://github.com/Evan-Kim2028/preset-mcp.git
cd preset-mcp
uv sync

claude mcp add --scope user -e PRESET_API_TOKEN=<your-token> \
  -e PRESET_API_SECRET=<your-secret> \
  preset-mcp -- uv run --directory /path/to/preset-mcp preset-mcp

Tools (63)

Workspace Navigation

Read

Create

Update

Dashboard Lifecycle

SQL & Query

Validation & Audit

Typical Workflow

The intended workflow pairs preset-mcp with a data warehouse MCP (like igloo-mcp for Snowflake):

1. Explore data in Snowflake          (igloo-mcp)
2. Write and validate your SQL         (igloo-mcp)
3. workspace_catalog                   (preset-mcp) — understand what exists
4. list_databases                      (preset-mcp) — find the database_id
5. create_dataset                      (preset-mcp) — register the SQL
6. create_chart + create_dashboard     (preset-mcp) — build the viz
7. update_dataset / update_chart       (preset-mcp) — iterate

Features

Progressive Disclosure

All list and detail tools accept a response_mode parameter to control token usage:

• compact — IDs and names only (~80% fewer tokens)
• standard — Key metadata fields (default for list tools)
• full — Raw API response (default for detail tools)

list_dashboards(response_mode="compact")
→ {"count": 42, "data": [{"id": 1, "dashboard_title": "Revenue"}, ...]}

get_dashboard(dashboard_id=80, response_mode="standard")
→ key fields only, no position_json or json_metadata blobs

Detail tools (get_dashboard, get_chart, get_dataset, get_database) default to full for backward compatibility. Use standard or compact to avoid large payloads — dashboards with 20+ charts can return 50-100K chars in full mode.

SQL Safety

run_sql uses sqlglot for AST-based validation:

• Blocks write operations (INSERT, UPDATE, DELETE, DROP, ALTER, MERGE, TRUNCATE, GRANT, REVOKE)
• Detects multi-statement injection (SELECT 1; DROP TABLE x)
• Handles comment-wrapped bypasses (-- comment\nDELETE FROM x)
• Catches CTE-wrapped writes (WITH x AS (...) DELETE FROM y)

Structured Errors

Errors include error_type and hints[] so the LLM can self-recover:

{
  "error": "No workspace selected.",
  "error_type": "no_workspace",
  "hints": [
    "Call list_workspaces to see available workspaces.",
    "Then call use_workspace('Title') to select one."
  ]
}

Structured Logging

JSON logs on stderr (stdout is reserved for the STDIO transport):

{"ts":"2025-02-11 12:00:00","level":"INFO","msg":"tool=list_dashboards status=ok duration_ms=234"}

Configuration

All settings are overridable via environment variables:

Python Library

preset-mcp also works as a standalone Python library (no MCP required):

from preset_py import connect

ws = connect("My Workspace")
dashboards = ws.dashboards()
df = ws.run_sql("SELECT * FROM revenue LIMIT 10", database_id=1)

ws.create_dataset("daily_revenue", "SELECT ...", database_id=1)
ws.create_chart(dataset_id=5, title="Revenue", viz_type="echarts_timeseries_bar")

Advanced Recipe: Pie Chart with Ad-hoc Metric

Use params_json for advanced chart params such as ad-hoc filters.

{
  "dataset_id": 868,
  "title": "USDSUI Distribution",
  "viz_type": "pie",
  "metrics": "[{\"expressionType\":\"SQL\",\"sqlExpression\":\"AVG(AMOUNT_USD)\",\"label\":\"AVG(AMOUNT_USD)\"}]",
  "groupby": "[\"CATEGORY\",\"SOURCE_NAME\"]",
  "params_json": "{\"adhoc_filters\":[{\"col\":\"TOKEN_SYMBOL\",\"op\":\"==\",\"val\":\"USDSUI\"}]}"
}

Notes:

• create_chart.metrics accepts saved metric names or ad-hoc metric objects.
• create_chart.template="auto" applies viz-specific defaults for missing fields.
• params_json is validated preflight against dataset columns/metrics.
• params_json cannot include datasource-rebinding keys like viz_type or datasource_id.
• create_chart.repair_dashboard_refs defaults to false so chart creation does not mutate dashboard layouts unless explicitly requested.

Strict Params Semantics

• update_chart(params_json=...) uses strict validation semantics and treats params_json as a full viz-compatible params payload.
• For viz types with required fields (for example pie and timeseries charts), partial payloads like only {"color_scheme":"..."} are rejected.
• Use get_chart(chart_id=<id>, response_mode="full") to copy/edit the existing params JSON when you need precise updates.

Golden Template Workflow

Use proven dashboards (for example BTC Fight, Walrus, DeepBook) as template sources:

1. Find dashboard IDs:

list_dashboards(response_mode="compact")

1. Verify layout/query/render health before templating:

verify_dashboard_workflow(dashboard_id=<id>, include_render=true, response_mode="standard")

1. Export a single reusable template:

capture_dashboard_template(
  dashboard_id=<id>,
  portable=true,
  include_query_context=false,
  include_dataset_schema=true,
  output_path="~/.preset-mcp/golden-templates/<name>.json"
)

1. Export multiple dashboards in one run:

capture_golden_templates(
  dashboard_ids="[80,97,162]",
  output_dir="~/.preset-mcp/golden-templates",
  portable=true,
  include_dataset_schema=true
)

CLI alternative:

uv run scripts/export_golden_templates.py \
  --workspace "Mysten Labs--General" \
  --dashboard-ids 80,103,102 \
  --output-dir ~/.preset-mcp/golden-templates \
  --overwrite

Optional live smoke test (skipped by default):

PRESET_MCP_ENABLE_LIVE_TESTS=1 \
PRESET_MCP_LIVE_DASHBOARD_IDS=80,103,102 \
uv run --with pytest pytest -q tests/test_live_dashboard_smoke.py

License

MIT